LMG Wealth Partners’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Hold |
4,096
| – | – | 0.09% | 105 |
|
|
2025
Q1 | $448K | Hold |
4,096
| – | – | 0.1% | 100 |
|
|
2024
Q4 | $378K | Buy |
4,096
+1,096
| +37% | +$101K | 0.08% | 102 |
|
|
2024
Q3 | $308K | Hold |
3,000
| – | – | 0.07% | 103 |
|
|
2024
Q2 | $263K | Hold |
3,000
| – | – | 0.07% | 107 |
|
|
2024
Q1 | $258K | Hold |
3,000
| – | – | 0.07% | 107 |
|
|
2023
Q4 | $244K | Hold |
3,000
| – | – | 0.07% | 96 |
|
|
2023
Q3 | $226K | Sell |
3,000
-165
| -5% | -$12.4K | 0.07% | 96 |
|
|
2023
Q2 | $266K | Hold |
3,165
| – | – | 0.08% | 94 |
|
|
2023
Q1 | $288K | Hold |
3,165
| – | – | 0.09% | 90 |
|
|
2022
Q4 | $300K | Buy |
+3,165
| New | +$300K | 0.1% | 89 |
|